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WELCH & FORBES LLC
WELCH & FORBES LLC (CRD# 115119) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in Aug 2001. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $4.6 Billion, with discretion over 94% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 2% .  
 
WELCH & FORBES LLC also reported in Mar 2019
  • 55 employees, with 13 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
WELCH & FORBES LLC has no disclosure events reported to the SEC at this time.
 

View WELCH & FORBES LLC's most recent Form ADV filing
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WELCH & FORBES LLC has Notice Filings with the following State Securities Authorities: CA-Nov 2001, CO-Mar 2014, CT-Nov 2001, FL-Jan 2002, GA- IL-Apr 2017, MA-Aug 2001, MD-Mar 2012, ME-Nov 2001, NH-< , NJ-Feb 2002, NY-Nov 2001, PA-Mar 2007, RI-Mar 2003, SC-< , TX-Mar 2012, VA-Nov 2001, VT-Nov 2001, WA-Mar 2012


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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